Summit Wealth & Retirement Planning’s iQIYI IQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-23,439
Closed -$484K 125
2019
Q2
$484K Sell
23,439
-1,600
-6% -$33K 0.28% 77
2019
Q1
$599K Buy
25,039
+300
+1% +$7.18K 0.36% 69
2018
Q4
$368K Buy
+24,739
New +$368K 0.28% 74